Creative Planning’s Nuveen Calif Div NZH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q4
Sell
-3,450
Closed -$53K 4792
2016
Q3
$53K Hold
3,450
﹤0.01% 2305
2016
Q2
$55K Hold
3,450
﹤0.01% 2074
2016
Q1
$52K Hold
3,450
﹤0.01% 2074
2015
Q4
$49K Buy
+3,450
New +$49K ﹤0.01% 2125